In Toast 2.1 we have introduced to all Toast customers the ability to enable an additional line to your printed receipts for customers to write-in an amount for charitable donation. This is not yet available through digital receipts.
Much like a line to add a tip to a credit card payment, this line will appear in the same area of a printed receipt.
The default configuration for this feature is that it is disabled. If you'd like to use it, it can be enabled is located on Receipt Setup.
Check the box for YES to enable.
Use the text line to customize the label of your line (must be less than 12 characters)
Save and Publish to make changes to your POS.
In order to enter a charitable donation left by a customer into the POS and adjust the payment, we suggest that you create a special Open Item that is set to Defer Revenue - so that the sale of this item is not reported as Net Sales (revenue) to the store.
For more information on creating an Open Item or Open Priced Menu Item - please refer to this article.
When a customer leaves a charitable donation amount on their receipt, return to the order in the app.
Use the +Item button to add the Open Item or select the Open Priced Menu Item button if you have set this up. In the example below we use the Open item, assume the customer has left at $2.00 Donation.
With open items you can add a note such as the item type or charity name name and tap OK.
Because an item has been added after the original balance due, we now need to adjust the payment as well.
Tap Pay from the order screen.
From the Pay screen, you can see that there is now an Amount Due of $2.00 because of our Charitable Donation.
Tap the payment to select and then choose Adjust
In this case, we'll choose the first option to Adjust the payment to the total balance due on the check currently.
You'll see the following message because you are increasing the amount the card will be charged from the original amount of authorization. Tap Adjust Amount. to proceed.
If the customer left a tip, you can also adjust the tip at this time using the normal steps from the pay screen.
When finished adjusting the amount and tip, select to CLOSE to close order in the POS.